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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,116 | $45,566-14.2% | $64,105-39.0% | $59,633-34.4% |
| Participation rate | 35.7% | 60.2%-24.5pp | 68.2%-32.5pp | 68.7%-33.0pp |
| Annual return | 0.07% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $294 | $934-68.5% | $1,820-83.9% | $2,203-86.7% |
| Participant deferral / active EE | $702 | $2,057-65.9% | $2,822-75.1% | $3,192-78.0% |
| Admin fee / account holder | $1,253 | $3,268-61.6% | $4,499-72.1% | $4,297-70.8% |